LifeWealth Investments, LLC SIXD β€” AIM ETF PRODUCTS TRUST

Ownership history in LifeWealth Investments, LLC  Β·  4 quarters on record

AI Ownership Summary

LifeWealth Investments, LLC reported AIM ETF PRODUCTS TRUST (SIXD) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.65% in 2026 Q2. The latest visible filing shows SIXD at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SIXD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifeWealth Investments, LLC's position in AIM ETF PRODUCTS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SIXD was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SIXD stock page LifeWealth Investments, LLC fund profile LifeWealth Investments, LLC full holdings
How LifeWealth Investments, LLC held SIXD β€” position size vs. price
% of Fund (quarterly)    SIXD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 78,906 +55,623 +238.9% 0.65% $2.4M 2026-07-16 $31.00
2025 Q2 REDUCED 6.5% +3.2% ❌ 23,283 -1,617 -6.5% 0.21% $639K 2025-07-30 $27.72
2025 Q1 ADDED β€” β€” β€” 24,900 +6,524 +35.5% 0.27% $653K 2025-04-21 $25.16
2024 Q4 INITIATED β€” β€” β€” 18,376 β€” β€” 0.32% $488K 2025-02-26 $26.93

🏒 Other funds also holding SIXD

As of 2026 Q2 β€” sorted by position size

B.O.S.S. Retirement Advisors, LLC 3Y 1.73% Comprehensive Financial Consultants Institutional, Inc. 3Y 0.24% WORLD EQUITY GROUP, INC. 0.14% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.07% Decker Retirement Planning Inc. 0.06% EVOLUTION WEALTH MANAGEMENT INC. 0.0% IFP Advisors, Inc 3Y 7Y 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About LifeWealth Investments, LLC and SIXD

These are the practical questions this page is built to answer before you even open the full history table.

How long has LifeWealth Investments, LLC reported owning SIXD?

LifeWealth Investments, LLC reported SIXD across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SIXD position in LifeWealth Investments, LLC's portfolio?

The largest reported portfolio weight for SIXD was 0.65% in 2026 Q2.

What is the latest reported SIXD position on this page?

The most recent filing on this page is 2026 Q2, when LifeWealth Investments, LLC reported 78,906 shares, equal to 0.65% of portfolio, with an estimated market value of $2.4M.

What does the chart on this SIXD ownership page compare?

The chart compares LifeWealth Investments, LLC's quarterly SIXD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LifeWealth Investments, LLC time their SIXD position?

Based on 13F filing dates vs. subsequent SIXD price moves, LifeWealth Investments, LLC correctly timed 1 out of 3 reported position changes (33%).

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